Stegner Investment Associates Inc. CWI — SPDR INDEX SHS FDS

Ownership history in Stegner Investment Associates Inc.  ·  18 quarters on record

AI Ownership Summary

Stegner Investment Associates Inc. reported SPDR INDEX SHS FDS (CWI) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2023 Q4. The latest visible filing shows CWI at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stegner Investment Associates Inc.'s position in SPDR INDEX SHS FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CWI was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWI stock page Stegner Investment Associates Inc. fund profile Stegner Investment Associates Inc. full holdings
How Stegner Investment Associates Inc. held CWI — position size vs. price
% of Fund (quarterly)    CWI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,343 -53 -0.6% 0.19% $342K 2026-04-30 $39.23
2025 Q4 REDUCED 24.0% +1.9% ❌ 9,396 -2,969 -24.0% 0.18% $338K 2026-01-30 $37.76
2025 Q3 UNCHANGED — — — 12,365 — 0% 0.24% $432K 2025-11-06 $34.71
2025 Q2 REDUCED 5.0% +6.3% ❌ 12,365 -652 -5.0% 0.25% $404K 2025-07-28 $32.30
2025 Q1 REDUCED 10.8% +12.0% ❌ 13,017 -1,582 -10.8% 0.27% $385K 2025-05-05 $30.00
2024 Q4 ADDED — — — 14,599 +549 +3.9% 0.27% $408K 2025-02-06 $28.37
2024 Q3 REDUCED — — — 14,050 -486 -3.3% 0.29% $428K 2024-10-11 $28.92
2024 Q2 REDUCED — — — 14,536 -170 -1.2% 0.30% $412K 2024-07-23 $27.44
2024 Q1 ADDED — — — 14,706 +59 +0.4% 0.31% $418K 2024-04-22 $25.89
2023 Q4 ADDED — — — 14,647 +619 +4.4% 0.31% $396K 2024-02-08 $25.27
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CWI

As of 2026 Q1 — sorted by position size

Portus Wealth Advisors, LLC 9.64% ARCADIA INVESTMENT ADVISORS LLC 5.37% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.8% Friday Financial 3.31% LODESTAR PRIVATE ASSET MANAGEMENT LLC 3Y 3.09% Atlas Private Wealth Advisors 3Y 2.77% CWC Advisors, LLC. 3Y 7Y 2.41% Courage Miller Partners, LLC 3Y 7Y 1.95% Opal Wealth Advisors, LLC 3Y 1.23% IAG Wealth Partners, LLC 3Y 1.14%

FAQ About Stegner Investment Associates Inc. and CWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stegner Investment Associates Inc. reported owning CWI?

Stegner Investment Associates Inc. reported CWI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CWI position in Stegner Investment Associates Inc.'s portfolio?

The largest reported portfolio weight for CWI was 0.31% in 2023 Q4.

What is the latest reported CWI position on this page?

The most recent filing on this page is 2026 Q1, when Stegner Investment Associates Inc. reported 9,343 shares, equal to 0.19% of portfolio, with an estimated market value of $342K.

What does the chart on this CWI ownership page compare?

The chart compares Stegner Investment Associates Inc.'s quarterly CWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stegner Investment Associates Inc. time their CWI position?

Based on 13F filing dates vs. subsequent CWI price moves, Stegner Investment Associates Inc. correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on CWI relative to SPY over the holding period was -2.3%.

← Back to Stegner Investment Associates Inc. Holdings